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Cycle 3 Restatements Frequently Asked Questions

1. Why do I need to do this? A: Approximately every six years, the IRS requires that plan documents be restated. Cycle 3 changes were passed by Congress and IRS Regulations require that in order for a plan to maintain its qualified tax exempt status, the provisions of Cycle 3 must be included in...

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Erin Russell, Partner at AUI, becomes VP of NIPA in LA

Actuaries Unlimited, Inc. Breaking News       Erin Russell, Partner at AUI, becomes VP of NIPA in LA by Connie Forero on December 11, 2020 Congratulations to Erin Russell, Partner at Actuaries Unlimited, Inc., on becoming the Vice President of the Los Angeles chapter of The National...

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